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hledger-ui/hledger-ui.1
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@ -1,5 +1,5 @@
.TH "HLEDGER-UI" "1" "July 2021" "hledger-ui-1.22 " "hledger User Manuals" .TH "HLEDGER-UI" "1" "August 2021" "hledger-ui-1.22.99 " "hledger User Manuals"
@ -7,7 +7,7 @@
.PP .PP
hledger-ui is a terminal interface (TUI) for the hledger accounting hledger-ui is a terminal interface (TUI) for the hledger accounting
tool. tool.
This manual is for hledger-ui 1.22. This manual is for hledger-ui 1.22.99.
.SH SYNOPSIS .SH SYNOPSIS
.PP .PP
\f[C]hledger-ui [OPTIONS] [QUERYARGS]\f[R] \f[C]hledger-ui [OPTIONS] [QUERYARGS]\f[R]

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hledger-ui/hledger-ui.info
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This is hledger-ui/hledger-ui.info, produced by makeinfo version 4.8 This is hledger-ui.info, produced by makeinfo version 6.8 from stdin.
from stdin.
INFO-DIR-SECTION User Applications INFO-DIR-SECTION User Applications
START-INFO-DIR-ENTRY START-INFO-DIR-ENTRY
@ -7,16 +6,16 @@ START-INFO-DIR-ENTRY
END-INFO-DIR-ENTRY END-INFO-DIR-ENTRY
 
File: hledger-ui.info, Node: Top, Up: (dir) File: hledger-ui.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-ui(1) hledger-ui(1)
************* *************
hledger-ui is a terminal interface (TUI) for the hledger accounting hledger-ui is a terminal interface (TUI) for the hledger accounting
tool. This manual is for hledger-ui 1.22. tool. This manual is for hledger-ui 1.22.99.
`hledger-ui [OPTIONS] [QUERYARGS]' 'hledger-ui [OPTIONS] [QUERYARGS]'
`hledger ui -- [OPTIONS] [QUERYARGS]' 'hledger ui -- [OPTIONS] [QUERYARGS]'
hledger is a reliable, cross-platform set of programs for tracking hledger is a reliable, cross-platform set of programs for tracking
money, time, or any other commodity, using double-entry accounting and a money, time, or any other commodity, using double-entry accounting and a
@ -30,9 +29,9 @@ interface, and sometimes quicker and more convenient than the web
interface. interface.
Like hledger, it reads data from one or more files in hledger Like hledger, it reads data from one or more files in hledger
journal, timeclock, timedot, or CSV format specified with `-f', or journal, timeclock, timedot, or CSV format specified with '-f', or
`$LEDGER_FILE', or `$HOME/.hledger.journal' (on windows, perhaps '$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). For more about this see hledger(1), 'C:/Users/USER/.hledger.journal'). For more about this see hledger(1),
hledger_journal(5) etc. hledger_journal(5) etc.
Unlike hledger, hledger-ui hides all future-dated transactions by Unlike hledger, hledger-ui hides all future-dated transactions by
@ -56,139 +55,142 @@ File: hledger-ui.info, Node: OPTIONS, Next: KEYS, Prev: Top, Up: Top
1 OPTIONS 1 OPTIONS
********* *********
Note: if invoking hledger-ui as a hledger subcommand, write `--' before Note: if invoking hledger-ui as a hledger subcommand, write '--' before
options as shown above. options as shown above.
Any QUERYARGS are interpreted as a hledger search query which filters Any QUERYARGS are interpreted as a hledger search query which filters
the data. the data.
`--watch' '--watch'
watch for data and date changes and reload automatically watch for data and date changes and reload automatically
'--theme=default|terminal|greenterm'
`--theme=default|terminal|greenterm'
use this custom display theme use this custom display theme
'--register=ACCTREGEX'
`--register=ACCTREGEX'
start in the (first) matched account's register screen start in the (first) matched account's register screen
'--change'
`--change'
show period balances (changes) at startup instead of historical show period balances (changes) at startup instead of historical
balances balances
'-l --flat'
`-l --flat'
show accounts as a flat list (default) show accounts as a flat list (default)
'-t --tree'
`-t --tree'
show accounts as a tree show accounts as a tree
hledger input options: hledger input options:
`-f FILE --file=FILE' '-f FILE --file=FILE'
use a different input file. For stdin, use - (default: use a different input file. For stdin, use - (default:
`$LEDGER_FILE' or `$HOME/.hledger.journal') '$LEDGER_FILE' or '$HOME/.hledger.journal')
'--rules-file=RULESFILE'
`--rules-file=RULESFILE'
Conversion rules file to use when reading CSV (default: FILE.rules) Conversion rules file to use when reading CSV (default: FILE.rules)
'--separator=CHAR'
`--separator=CHAR'
Field separator to expect when reading CSV (default: ',') Field separator to expect when reading CSV (default: ',')
'--alias=OLD=NEW'
`--alias=OLD=NEW'
rename accounts named OLD to NEW rename accounts named OLD to NEW
'--anon'
`--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot FIELDNAME'
`--pivot FIELDNAME'
use some other field or tag for the account name use some other field or tag for the account name
'-I --ignore-assertions'
`-I --ignore-assertions'
disable balance assertion checks (note: does not disable balance disable balance assertion checks (note: does not disable balance
assignments) assignments)
'-s --strict'
`-s --strict'
do extra error checking (check that all posted accounts are do extra error checking (check that all posted accounts are
declared) declared)
hledger reporting options: hledger reporting options:
`-b --begin=DATE' '-b --begin=DATE'
include postings/txns on or after this date (will be adjusted to include postings/txns on or after this date (will be adjusted to
preceding subperiod start when using a report interval) preceding subperiod start when using a report interval)
'-e --end=DATE'
`-e --end=DATE'
include postings/txns before this date (will be adjusted to include postings/txns before this date (will be adjusted to
following subperiod end when using a report interval) following subperiod end when using a report interval)
'-D --daily'
`-D --daily'
multiperiod/multicolumn report by day multiperiod/multicolumn report by day
'-W --weekly'
`-W --weekly'
multiperiod/multicolumn report by week multiperiod/multicolumn report by week
'-M --monthly'
`-M --monthly'
multiperiod/multicolumn report by month multiperiod/multicolumn report by month
'-Q --quarterly'
`-Q --quarterly'
multiperiod/multicolumn report by quarter multiperiod/multicolumn report by quarter
'-Y --yearly'
`-Y --yearly'
multiperiod/multicolumn report by year multiperiod/multicolumn report by year
'-p --period=PERIODEXP'
`-p --period=PERIODEXP'
set start date, end date, and/or reporting interval all at once set start date, end date, and/or reporting interval all at once
using period expressions syntax using period expressions syntax
'--date2'
`--date2'
match the secondary date instead (see command help for other match the secondary date instead (see command help for other
effects) effects)
'-U --unmarked'
`-U --unmarked'
include only unmarked postings/txns (can combine with -P or -C) include only unmarked postings/txns (can combine with -P or -C)
'-P --pending'
`-P --pending'
include only pending postings/txns include only pending postings/txns
'-C --cleared'
`-C --cleared'
include only cleared postings/txns include only cleared postings/txns
'-R --real'
`-R --real'
include only non-virtual postings include only non-virtual postings
'-NUM --depth=NUM'
`-NUM --depth=NUM'
hide/aggregate accounts or postings more than NUM levels deep hide/aggregate accounts or postings more than NUM levels deep
'-E --empty'
`-E --empty'
show items with zero amount, normally hidden (and vice-versa in show items with zero amount, normally hidden (and vice-versa in
hledger-ui/hledger-web) hledger-ui/hledger-web)
'-B --cost'
`-B --cost'
convert amounts to their cost/selling amount at transaction time convert amounts to their cost/selling amount at transaction time
'-V --market'
`-V --market'
convert amounts to their market value in default valuation convert amounts to their market value in default valuation
commodities commodities
'-X --exchange=COMM'
`-X --exchange=COMM'
convert amounts to their market value in commodity COMM convert amounts to their market value in commodity COMM
'--value'
`--value'
convert amounts to cost or market value, more flexibly than convert amounts to cost or market value, more flexibly than
-B/-V/-X -B/-V/-X
'--infer-market-prices'
`--infer-market-prices'
use transaction prices (recorded with @ or @@) as additional market use transaction prices (recorded with @ or @@) as additional market
prices, as if they were P directives prices, as if they were P directives
'--auto'
`--auto'
apply automated posting rules to modify transactions. apply automated posting rules to modify transactions.
'--forecast'
`--forecast'
generate future transactions from periodic transaction rules, for generate future transactions from periodic transaction rules, for
the next 6 months or till report end date. In hledger-ui, also the next 6 months or till report end date. In hledger-ui, also
make ordinary future transactions visible. make ordinary future transactions visible.
'--color=WHEN (or --colour=WHEN)'
`--color=WHEN (or --colour=WHEN)'
Should color-supporting commands use ANSI color codes in text Should color-supporting commands use ANSI color codes in text
output. 'auto' (default): whenever stdout seems to be a output. 'auto' (default): whenever stdout seems to be a
color-supporting terminal. 'always' or 'yes': always, useful eg color-supporting terminal. 'always' or 'yes': always, useful eg
@ -202,24 +204,25 @@ the last one takes precedence.
hledger help options: hledger help options:
`-h --help' '-h --help'
show general or COMMAND help show general or COMMAND help
'--man'
`--man'
show general or COMMAND user manual with man show general or COMMAND user manual with man
'--info'
`--info'
show general or COMMAND user manual with info show general or COMMAND user manual with info
'--version'
`--version'
show general or ADDONCMD version show general or ADDONCMD version
'--debug[=N]'
`--debug[=N]'
show debug output (levels 1-9, default: 1) show debug output (levels 1-9, default: 1)
A @FILE argument will be expanded to the contents of FILE, which A @FILE argument will be expanded to the contents of FILE, which
should contain one command line option/argument per line. (To prevent should contain one command line option/argument per line. (To prevent
this, insert a `--' argument before.) this, insert a '--' argument before.)
 
File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top
@ -227,15 +230,15 @@ File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top
2 KEYS 2 KEYS
****** ******
`?' shows a help dialog listing all keys. (Some of these also appear in '?' shows a help dialog listing all keys. (Some of these also appear in
the quick help at the bottom of each screen.) Press `?' again (or the quick help at the bottom of each screen.) Press '?' again (or
`ESCAPE', or `LEFT', or `q') to close it. The following keys work on 'ESCAPE', or 'LEFT', or 'q') to close it. The following keys work on
most screens: most screens:
The cursor keys navigate: `right' (or `enter') goes deeper, `left' The cursor keys navigate: 'right' (or 'enter') goes deeper, 'left'
returns to the previous screen, `up'/`down'/`page up'/`page returns to the previous screen, 'up'/'down'/'page up'/'page
down'/`home'/`end' move up and down through lists. Emacs-style down'/'home'/'end' move up and down through lists. Emacs-style
(`ctrl-p'/`ctrl-n'/`ctrl-f'/`ctrl-b') movement keys are also supported ('ctrl-p'/'ctrl-n'/'ctrl-f'/'ctrl-b') movement keys are also supported
(but not vi-style keys, since hledger-1.19, sorry!). A tip: movement (but not vi-style keys, since hledger-1.19, sorry!). A tip: movement
speed is limited by your keyboard repeat rate, to move faster you may speed is limited by your keyboard repeat rate, to move faster you may
want to adjust it. (If you're on a mac, the karabiner app is one way to want to adjust it. (If you're on a mac, the karabiner app is one way to
@ -243,73 +246,73 @@ do that.)
With shift pressed, the cursor keys adjust the report period, With shift pressed, the cursor keys adjust the report period,
limiting the transactions to be shown (by default, all are shown). limiting the transactions to be shown (by default, all are shown).
`shift-down/up' steps downward and upward through these standard report 'shift-down/up' steps downward and upward through these standard report
period durations: year, quarter, month, week, day. Then, period durations: year, quarter, month, week, day. Then,
`shift-left/right' moves to the previous/next period. `T' sets the 'shift-left/right' moves to the previous/next period. 'T' sets the
report period to today. With the `--watch' option, when viewing a report period to today. With the '--watch' option, when viewing a
"current" period (the current day, week, month, quarter, or year), the "current" period (the current day, week, month, quarter, or year), the
period will move automatically to track the current date. To set a period will move automatically to track the current date. To set a
non-standard period, you can use `/' and a `date:' query. non-standard period, you can use '/' and a 'date:' query.
`/' lets you set a general filter query limiting the data shown, '/' lets you set a general filter query limiting the data shown,
using the same query terms as in hledger and hledger-web. While editing using the same query terms as in hledger and hledger-web. While editing
the query, you can use CTRL-a/e/d/k, BS, cursor keys; press `ENTER' to the query, you can use CTRL-a/e/d/k, BS, cursor keys; press 'ENTER' to
set it, or `ESCAPE'to cancel. There are also keys for quickly adjusting set it, or 'ESCAPE'to cancel. There are also keys for quickly adjusting
some common filters like account depth and transaction status (see some common filters like account depth and transaction status (see
below). `BACKSPACE' or `DELETE' removes all filters, showing all below). 'BACKSPACE' or 'DELETE' removes all filters, showing all
transactions. transactions.
As mentioned above, by default hledger-ui hides future transactions - As mentioned above, by default hledger-ui hides future transactions -
both ordinary transactions recorded in the journal, and periodic both ordinary transactions recorded in the journal, and periodic
transactions generated by rule. `F' toggles forecast mode, in which transactions generated by rule. 'F' toggles forecast mode, in which
future/forecasted transactions are shown. future/forecasted transactions are shown.
`ESCAPE' resets the UI state and jumps back to the top screen, 'ESCAPE' resets the UI state and jumps back to the top screen,
restoring the app's initial state at startup. Or, it cancels minibuffer restoring the app's initial state at startup. Or, it cancels minibuffer
data entry or the help dialog. data entry or the help dialog.
`CTRL-l' redraws the screen and centers the selection if possible 'CTRL-l' redraws the screen and centers the selection if possible
(selections near the top won't be centered, since we don't scroll above (selections near the top won't be centered, since we don't scroll above
the top). the top).
`g' reloads from the data file(s) and updates the current screen and 'g' reloads from the data file(s) and updates the current screen and
any previous screens. (With large files, this could cause a noticeable any previous screens. (With large files, this could cause a noticeable
pause.) pause.)
`I' toggles balance assertion checking. Disabling balance assertions 'I' toggles balance assertion checking. Disabling balance assertions
temporarily can be useful for troubleshooting. temporarily can be useful for troubleshooting.
`a' runs command-line hledger's add command, and reloads the updated 'a' runs command-line hledger's add command, and reloads the updated
file. This allows some basic data entry. file. This allows some basic data entry.
`A' is like `a', but runs the hledger-iadd tool, which provides a 'A' is like 'a', but runs the hledger-iadd tool, which provides a
terminal interface. This key will be available if `hledger-iadd' is terminal interface. This key will be available if 'hledger-iadd' is
installed in $path. installed in $path.
`E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (`emacsclient 'E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default ('emacsclient
-a "" -nw') on the journal file. With some editors (emacs, vi), the -a "" -nw') on the journal file. With some editors (emacs, vi), the
cursor will be positioned at the current transaction when invoked from cursor will be positioned at the current transaction when invoked from
the register and transaction screens, and at the error location (if the register and transaction screens, and at the error location (if
possible) when invoked from the error screen. possible) when invoked from the error screen.
`B' toggles cost mode, showing amounts in their transaction price's 'B' toggles cost mode, showing amounts in their transaction price's
commodity (like toggling the `-B/--cost' flag). commodity (like toggling the '-B/--cost' flag).
`V' toggles value mode, showing amounts' current market value in 'V' toggles value mode, showing amounts' current market value in
their default valuation commodity (like toggling the `-V/--market' their default valuation commodity (like toggling the '-V/--market'
flag). Note, "current market value" means the value on the report end flag). Note, "current market value" means the value on the report end
date if specified, otherwise today. To see the value on another date, date if specified, otherwise today. To see the value on another date,
you can temporarily set that as the report end date. Eg: to see a you can temporarily set that as the report end date. Eg: to see a
transaction as it was valued on july 30, go to the accounts or register transaction as it was valued on july 30, go to the accounts or register
screen, press `/', and add `date:-7/30' to the query. screen, press '/', and add 'date:-7/30' to the query.
At most one of cost or value mode can be active at once. At most one of cost or value mode can be active at once.
There's not yet any visual reminder when cost or value mode is There's not yet any visual reminder when cost or value mode is
active; for now pressing `b' `b' `v' should reliably reset to normal active; for now pressing 'b' 'b' 'v' should reliably reset to normal
mode. mode.
`q' quits the application. 'q' quits the application.
Additional screen-specific keys are described below. Additional screen-specific keys are described below.
@ -332,47 +335,48 @@ File: hledger-ui.info, Node: Accounts screen, Next: Register screen, Up: SCRE
3.1 Accounts screen 3.1 Accounts screen
=================== ===================
This is normally the first screen displayed. It lists accounts and their This is normally the first screen displayed. It lists accounts and
balances, like hledger's balance command. By default, it shows all their balances, like hledger's balance command. By default, it shows
accounts and their latest ending balances (including the balances of all accounts and their latest ending balances (including the balances of
subaccounts). If you specify a query on the command line, it shows just subaccounts). If you specify a query on the command line, it shows just
the matched accounts and the balances from matched transactions. the matched accounts and the balances from matched transactions.
Account names are shown as a flat list by default; press `t' to Account names are shown as a flat list by default; press 't' to
toggle tree mode. In list mode, account balances are exclusive of toggle tree mode. In list mode, account balances are exclusive of
subaccounts, except where subaccounts are hidden by a depth limit (see subaccounts, except where subaccounts are hidden by a depth limit (see
below). In tree mode, all account balances are inclusive of subaccounts. below). In tree mode, all account balances are inclusive of
subaccounts.
To see less detail, press a number key, `1' to `9', to set a depth To see less detail, press a number key, '1' to '9', to set a depth
limit. Or use `-' to decrease and `+'/`=' to increase the depth limit. limit. Or use '-' to decrease and '+'/'=' to increase the depth limit.
`0' shows even less detail, collapsing all accounts to a single total. '0' shows even less detail, collapsing all accounts to a single total.
To remove the depth limit, set it higher than the maximum account To remove the depth limit, set it higher than the maximum account depth,
depth, or press `ESCAPE'. or press 'ESCAPE'.
`H' toggles between showing historical balances or period balances. 'H' toggles between showing historical balances or period balances.
Historical balances (the default) are ending balances at the end of the Historical balances (the default) are ending balances at the end of the
report period, taking into account all transactions before that date report period, taking into account all transactions before that date
(filtered by the filter query if any), including transactions before the (filtered by the filter query if any), including transactions before the
start of the report period. In other words, historical balances are what start of the report period. In other words, historical balances are
you would see on a bank statement for that account (unless disturbed by what you would see on a bank statement for that account (unless
a filter query). Period balances ignore transactions before the report disturbed by a filter query). Period balances ignore transactions
start date, so they show the change in balance during the report period. before the report start date, so they show the change in balance during
They are more useful eg when viewing a time log. the report period. They are more useful eg when viewing a time log.
`U' toggles filtering by unmarked status, including or excluding 'U' toggles filtering by unmarked status, including or excluding
unmarked postings in the balances. Similarly, `P' toggles pending unmarked postings in the balances. Similarly, 'P' toggles pending
postings, and `C' toggles cleared postings. (By default, balances postings, and 'C' toggles cleared postings. (By default, balances
include all postings; if you activate one or two status filters, only include all postings; if you activate one or two status filters, only
those postings are included; and if you activate all three, the filter those postings are included; and if you activate all three, the filter
is removed.) is removed.)
`R' toggles real mode, in which virtual postings are ignored. 'R' toggles real mode, in which virtual postings are ignored.
`Z' toggles nonzero mode, in which only accounts with nonzero 'Z' toggles nonzero mode, in which only accounts with nonzero
balances are shown (hledger-ui shows zero items by default, unlike balances are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
Press `right' or `enter' to view an account's transactions register. Press 'right' or 'enter' to view an account's transactions register.
 
File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS
@ -384,43 +388,41 @@ This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows: a check register. Each line represents one transaction and shows:
* the other account(s) involved, in abbreviated form. (If there are * the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts both real and virtual postings, it shows only the accounts affected
affected by real postings.) by real postings.)
* the overall change to the current account's balance; positive for * the overall change to the current account's balance; positive for
an inflow to this account, negative for an outflow. an inflow to this account, negative for an outflow.
* the running historical total or period total for the current * the running historical total or period total for the current
account, after the transaction. This can be toggled with `H'. account, after the transaction. This can be toggled with 'H'.
Similar to the accounts screen, the historical total is affected Similar to the accounts screen, the historical total is affected by
by transactions (filtered by the filter query) before the report transactions (filtered by the filter query) before the report start
start date, while the period total is not. If the historical total date, while the period total is not. If the historical total is
is not disturbed by a filter query, it will be the running not disturbed by a filter query, it will be the running historical
historical balance you would see on a bank register for the balance you would see on a bank register for the current account.
current account.
Transactions affecting this account's subaccounts will be included in Transactions affecting this account's subaccounts will be included in
the register if the accounts screen is in tree mode, or if it's in list the register if the accounts screen is in tree mode, or if it's in list
mode but this account has subaccounts which are not shown due to a depth mode but this account has subaccounts which are not shown due to a depth
limit. In other words, the register always shows the transactions limit. In other words, the register always shows the transactions
contributing to the balance shown on the accounts screen. Tree mode/list contributing to the balance shown on the accounts screen. Tree
mode can be toggled with `t' here also. mode/list mode can be toggled with 't' here also.
`U' toggles filtering by unmarked status, showing or hiding unmarked 'U' toggles filtering by unmarked status, showing or hiding unmarked
transactions. Similarly, `P' toggles pending transactions, and `C' transactions. Similarly, 'P' toggles pending transactions, and 'C'
toggles cleared transactions. (By default, transactions with all toggles cleared transactions. (By default, transactions with all
statuses are shown; if you activate one or two status filters, only statuses are shown; if you activate one or two status filters, only
those transactions are shown; and if you activate all three, the filter those transactions are shown; and if you activate all three, the filter
is removed.) is removed.)
`R' toggles real mode, in which virtual postings are ignored. 'R' toggles real mode, in which virtual postings are ignored.
`Z' toggles nonzero mode, in which only transactions posting a 'Z' toggles nonzero mode, in which only transactions posting a
nonzero change are shown (hledger-ui shows zero items by default, unlike nonzero change are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
Press `right' (or `enter') to view the selected transaction in Press 'right' (or 'enter') to view the selected transaction in
detail. detail.
 
@ -438,7 +440,7 @@ description, comments, along with all of its account postings are shown.
Simple transactions have two postings, but there can be more (or in Simple transactions have two postings, but there can be more (or in
certain cases, fewer). certain cases, fewer).
`up' and `down' will step through all transactions listed in the 'up' and 'down' will step through all transactions listed in the
previous account register screen. In the title bar, the numbers in previous account register screen. In the title bar, the numbers in
parentheses show your position within that account register. They will parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most vary depending on which account register you came from (remember most
@ -475,16 +477,15 @@ File: hledger-ui.info, Node: Watch mode, Next: Watch mode limitations, Up: TI
4.1 Watch mode 4.1 Watch mode
============== ==============
One of hledger-ui's best features is the auto-reloading `--watch' mode. One of hledger-ui's best features is the auto-reloading '--watch' mode.
With this flag, it will update the display automatically whenever With this flag, it will update the display automatically whenever
changes are saved to the data files. changes are saved to the data files.
This is very useful when reconciling. A good workflow is to have your This is very useful when reconciling. A good workflow is to have
bank's online register open in a browser window, for reference; the your bank's online register open in a browser window, for reference; the
journal file open in an editor window; and hledger-ui in watch mode in a journal file open in an editor window; and hledger-ui in watch mode in a
terminal window, eg: terminal window, eg:
$ hledger-ui --watch --register checking -C $ hledger-ui --watch --register checking -C
As you mark things cleared in the editor, you can see the effect As you mark things cleared in the editor, you can see the effect
@ -500,29 +501,28 @@ File: hledger-ui.info, Node: Watch mode limitations, Prev: Watch mode, Up: TI
========================== ==========================
There are situations in which it won't work, ie the display will not There are situations in which it won't work, ie the display will not
update when you save a change (because the underlying `inotify' library update when you save a change (because the underlying 'inotify' library
does not support it). Here are some that we know of: does not support it). Here are some that we know of:
* Certain editors: saving with `gedit', and perhaps any Gnome * Certain editors: saving with 'gedit', and perhaps any Gnome
application, won't be detected (#1617). Jetbrains IDEs, such as application, won't be detected (#1617). Jetbrains IDEs, such as
IDEA, also may not work (#911). IDEA, also may not work (#911).
* Certain unusual filesystems might not be supported. (All the usual * Certain unusual filesystems might not be supported. (All the usual
ones on unix, mac and windows are supported.) ones on unix, mac and windows are supported.)
In such cases, the workaround is to switch to the hledger-ui window In such cases, the workaround is to switch to the hledger-ui window
and press `g' each time you want it to reload. (Actually, see #1617 for and press 'g' each time you want it to reload. (Actually, see #1617 for
another workaround, and let us know if it works for you.) another workaround, and let us know if it works for you.)
If you leave `hledger-ui --watch' running for days, on certain If you leave 'hledger-ui --watch' running for days, on certain
platforms (?), perhaps with many transactions in your journal (?), platforms (?), perhaps with many transactions in your journal (?),
perhaps with large numbers of other files present (?), you may see it perhaps with large numbers of other files present (?), you may see it
gradually using more and more memory and CPU over time, as seen in gradually using more and more memory and CPU over time, as seen in 'top'
`top' or Activity Monitor or Task Manager. or Activity Monitor or Task Manager.
A workaround is to `q'uit and restart it, or to suspend it A workaround is to 'q'uit and restart it, or to suspend it ('CTRL-z')
(`CTRL-z') and restart it (`fg') if your shell supports that. and restart it ('fg') if your shell supports that.
 
File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top
@ -532,26 +532,25 @@ File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top
*COLUMNS* The screen width to use. Default: the full terminal width. *COLUMNS* The screen width to use. Default: the full terminal width.
*LEDGER_FILE* The journal file path when not specified with `-f'. *LEDGER_FILE* The journal file path when not specified with '-f'.
Default: `~/.hledger.journal' (on windows, perhaps Default: '~/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
A typical value is `~/DIR/YYYY.journal', where DIR is a A typical value is '~/DIR/YYYY.journal', where DIR is a
version-controlled finance directory and YYYY is the current year. Or version-controlled finance directory and YYYY is the current year. Or
`~/DIR/current.journal', where current.journal is a symbolic link to '~/DIR/current.journal', where current.journal is a symbolic link to
YYYY.journal. YYYY.journal.
On Mac computers, you can set this and other environment variables On Mac computers, you can set this and other environment variables in
in a more thorough way that also affects applications started from the a more thorough way that also affects applications started from the GUI
GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a (say, an Emacs dock icon). Eg on MacOS Catalina I have a
`~/.MacOSX/environment.plist' file containing '~/.MacOSX/environment.plist' file containing
{ {
"LEDGER_FILE" : "~/finance/current.journal" "LEDGER_FILE" : "~/finance/current.journal"
} }
To see the effect you may need to `killall Dock', or reboot. To see the effect you may need to 'killall Dock', or reboot.
 
File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
@ -560,9 +559,9 @@ File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
******* *******
Reads data from one or more files in hledger journal, timeclock, Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f', or `$LEDGER_FILE', or timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
`$HOME/.hledger.journal' (on windows, perhaps '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
 
File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top
@ -570,18 +569,18 @@ File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top
7 BUGS 7 BUGS
****** ******
The need to precede options with `--' when invoked from hledger is The need to precede options with '--' when invoked from hledger is
awkward. awkward.
`-f-' doesn't work (hledger-ui can't read from stdin). '-f-' doesn't work (hledger-ui can't read from stdin).
`-V' affects only the accounts screen. '-V' affects only the accounts screen.
When you press `g', the current and all previous screens are When you press 'g', the current and all previous screens are
regenerated, which may cause a noticeable pause with large files. Also regenerated, which may cause a noticeable pause with large files. Also
there is no visual indication that this is in progress. there is no visual indication that this is in progress.
`--watch' is not yet fully robust. It works well for normal usage, '--watch' is not yet fully robust. It works well for normal usage,
but many file changes in a short time (eg saving the file thousands of but many file changes in a short time (eg saving the file thousands of
times with an editor macro) can cause problems at least on OSX. Symptoms times with an editor macro) can cause problems at least on OSX. Symptoms
include: unresponsive UI, periodic resetting of the cursor position, include: unresponsive UI, periodic resetting of the cursor position,
@ -590,37 +589,41 @@ and possibly a small but persistent build-up of CPU usage until the
program is restarted. program is restarted.
Also, if you are viewing files mounted from another machine, Also, if you are viewing files mounted from another machine,
`--watch' requires that both machine clocks are roughly in step. '--watch' requires that both machine clocks are roughly in step.
 
Tag Table: Tag Table:
Node: Top232 Node: Top221
Node: OPTIONS1634 Node: OPTIONS1647
Ref: #options1731 Ref: #options1744
Node: KEYS6126 Node: KEYS6145
Ref: #keys6221 Ref: #keys6240
Node: SCREENS10270 Node: SCREENS10311
Ref: #screens10368 Ref: #screens10409
Node: Accounts screen10458 Node: Accounts screen10499
Ref: #accounts-screen10586 Ref: #accounts-screen10627
Node: Register screen12790 Node: Register screen12842
Ref: #register-screen12945 Ref: #register-screen12997
Node: Transaction screen14940 Node: Transaction screen14994
Ref: #transaction-screen15098 Ref: #transaction-screen15152
Node: Error screen15965 Node: Error screen16022
Ref: #error-screen16087 Ref: #error-screen16144
Node: TIPS16329 Node: TIPS16388
Ref: #tips16428 Ref: #tips16487
Node: Watch mode16480 Node: Watch mode16539
Ref: #watch-mode16597 Ref: #watch-mode16656
Node: Watch mode limitations17341 Node: Watch mode limitations17402
Ref: #watch-mode-limitations17482 Ref: #watch-mode-limitations17543
Node: ENVIRONMENT18615 Node: ENVIRONMENT18679
Ref: #environment18726 Ref: #environment18790
Node: FILES19531 Node: FILES19597
Ref: #files19630 Ref: #files19696
Node: BUGS19843 Node: BUGS19909
Ref: #bugs19920 Ref: #bugs19986
 
End Tag Table End Tag Table

Local Variables:
coding: utf-8
End:

4
hledger-ui/hledger-ui.txt
View File

@ -5,7 +5,7 @@ HLEDGER-UI(1) hledger User Manuals HLEDGER-UI(1)
NAME NAME
hledger-ui is a terminal interface (TUI) for the hledger accounting hledger-ui is a terminal interface (TUI) for the hledger accounting
tool. This manual is for hledger-ui 1.22. tool. This manual is for hledger-ui 1.22.99.
SYNOPSIS SYNOPSIS
hledger-ui [OPTIONS] [QUERYARGS] hledger-ui [OPTIONS] [QUERYARGS]
@ -504,4 +504,4 @@ SEE ALSO
hledger-ui-1.22 July 2021 HLEDGER-UI(1) hledger-ui-1.22.99 August 2021 HLEDGER-UI(1)

4
hledger-web/hledger-web.1
View File

@ -1,12 +1,12 @@
.TH "HLEDGER-WEB" "1" "July 2021" "hledger-web-1.22 " "hledger User Manuals" .TH "HLEDGER-WEB" "1" "August 2021" "hledger-web-1.22.99 " "hledger User Manuals"
.SH NAME .SH NAME
.PP .PP
hledger-web is a web interface (WUI) for the hledger accounting tool. hledger-web is a web interface (WUI) for the hledger accounting tool.
This manual is for hledger-web 1.22. This manual is for hledger-web 1.22.99.
.SH SYNOPSIS .SH SYNOPSIS
.PP .PP
\f[C]hledger-web [OPTIONS]\f[R] \f[C]hledger-web [OPTIONS]\f[R]

297
hledger-web/hledger-web.info
View File

@ -1,5 +1,4 @@
This is hledger-web/hledger-web.info, produced by makeinfo version 4.8 This is hledger-web.info, produced by makeinfo version 6.8 from stdin.
from stdin.
INFO-DIR-SECTION User Applications INFO-DIR-SECTION User Applications
START-INFO-DIR-ENTRY START-INFO-DIR-ENTRY
@ -7,16 +6,16 @@ START-INFO-DIR-ENTRY
END-INFO-DIR-ENTRY END-INFO-DIR-ENTRY
 
File: hledger-web.info, Node: Top, Up: (dir) File: hledger-web.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-web(1) hledger-web(1)
************** **************
hledger-web is a web interface (WUI) for the hledger accounting tool. hledger-web is a web interface (WUI) for the hledger accounting tool.
This manual is for hledger-web 1.22. This manual is for hledger-web 1.22.99.
`hledger-web [OPTIONS]' 'hledger-web [OPTIONS]'
`hledger web -- [OPTIONS]' 'hledger web -- [OPTIONS]'
hledger is a reliable, cross-platform set of programs for tracking hledger is a reliable, cross-platform set of programs for tracking
money, time, or any other commodity, using double-entry accounting and a money, time, or any other commodity, using double-entry accounting and a
@ -25,21 +24,22 @@ compatible with ledger(1).
hledger-web is hledger's web interface. It starts a simple web hledger-web is hledger's web interface. It starts a simple web
application for browsing and adding transactions, and optionally opens application for browsing and adding transactions, and optionally opens
it in a web browser window if possible. It provides a more user-friendly it in a web browser window if possible. It provides a more
UI than the hledger CLI or hledger-ui interface, showing more at once user-friendly UI than the hledger CLI or hledger-ui interface, showing
(accounts, the current account register, balance charts) and allowing more at once (accounts, the current account register, balance charts)
history-aware data entry, interactive searching, and bookmarking. and allowing history-aware data entry, interactive searching, and
bookmarking.
hledger-web also lets you share a ledger with multiple users, or even hledger-web also lets you share a ledger with multiple users, or even
the public web. There is no access control, so if you need that you the public web. There is no access control, so if you need that you
should put it behind a suitable web proxy. As a small protection against should put it behind a suitable web proxy. As a small protection
data loss when running an unprotected instance, it writes a numbered against data loss when running an unprotected instance, it writes a
backup of the main journal file (only ?) on every edit. numbered backup of the main journal file (only ?) on every edit.
Like hledger, it reads data from one or more files in hledger Like hledger, it reads data from one or more files in hledger
journal, timeclock, timedot, or CSV format specified with `-f', or journal, timeclock, timedot, or CSV format specified with '-f', or
`$LEDGER_FILE', or `$HOME/.hledger.journal' (on windows, perhaps '$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). For more about this see hledger(1). 'C:/Users/USER/.hledger.journal'). For more about this see hledger(1).
* Menu: * Menu:
@ -62,158 +62,161 @@ Command-line options and arguments may be used to set an initial filter
on the data. These filter options are not shown in the web UI, but it on the data. These filter options are not shown in the web UI, but it
will be applied in addition to any search query entered there. will be applied in addition to any search query entered there.
Note: if invoking hledger-web as a hledger subcommand, write `--' Note: if invoking hledger-web as a hledger subcommand, write '--'
before options, as shown in the synopsis above. before options, as shown in the synopsis above.
`--serve' '--serve'
serve and log requests, don't browse or auto-exit
serve and log requests, don't browse or auto-exit
'--serve-api'
`--serve-api'
like -serve, but serve only the JSON web API, without the like -serve, but serve only the JSON web API, without the
server-side web UI server-side web UI
'--host=IPADDR'
`--host=IPADDR'
listen on this IP address (default: 127.0.0.1) listen on this IP address (default: 127.0.0.1)
'--port=PORT'
`--port=PORT'
listen on this TCP port (default: 5000) listen on this TCP port (default: 5000)
'--socket=SOCKETFILE'
`--socket=SOCKETFILE'
use a unix domain socket file to listen for requests instead of a use a unix domain socket file to listen for requests instead of a
TCP socket. Implies `--serve'. It can only be used if the operating TCP socket. Implies '--serve'. It can only be used if the
system can provide this type of socket. operating system can provide this type of socket.
'--base-url=URL'
`--base-url=URL'
set the base url (default: http://IPADDR:PORT). You would change set the base url (default: http://IPADDR:PORT). You would change
this when sharing over the network, or integrating within a larger this when sharing over the network, or integrating within a larger
website. website.
'--file-url=URL'
`--file-url=URL'
set the static files url (default: BASEURL/static). hledger-web set the static files url (default: BASEURL/static). hledger-web
normally serves static files itself, but if you wanted to serve normally serves static files itself, but if you wanted to serve
them from another server for efficiency, you would set the url them from another server for efficiency, you would set the url with
with this. this.
'--capabilities=CAP[,CAP..]'
`--capabilities=CAP[,CAP..]'
enable the view, add, and/or manage capabilities (default: enable the view, add, and/or manage capabilities (default:
view,add) view,add)
'--capabilities-header=HTTPHEADER'
`--capabilities-header=HTTPHEADER'
read capabilities to enable from a HTTP header, like read capabilities to enable from a HTTP header, like
X-Sandstorm-Permissions (default: disabled) X-Sandstorm-Permissions (default: disabled)
'--test'
`--test'
run hledger-web's tests and exit. hspec test runner args may run hledger-web's tests and exit. hspec test runner args may
follow a -, eg: hledger-web -test - -help follow a -, eg: hledger-web -test - -help
hledger input options: hledger input options:
`-f FILE --file=FILE' '-f FILE --file=FILE'
use a different input file. For stdin, use - (default: use a different input file. For stdin, use - (default:
`$LEDGER_FILE' or `$HOME/.hledger.journal') '$LEDGER_FILE' or '$HOME/.hledger.journal')
'--rules-file=RULESFILE'
`--rules-file=RULESFILE'
Conversion rules file to use when reading CSV (default: FILE.rules) Conversion rules file to use when reading CSV (default: FILE.rules)
'--separator=CHAR'
`--separator=CHAR'
Field separator to expect when reading CSV (default: ',') Field separator to expect when reading CSV (default: ',')
'--alias=OLD=NEW'
`--alias=OLD=NEW'
rename accounts named OLD to NEW rename accounts named OLD to NEW
'--anon'
`--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot FIELDNAME'
`--pivot FIELDNAME'
use some other field or tag for the account name use some other field or tag for the account name
'-I --ignore-assertions'
`-I --ignore-assertions'
disable balance assertion checks (note: does not disable balance disable balance assertion checks (note: does not disable balance
assignments) assignments)
'-s --strict'
`-s --strict'
do extra error checking (check that all posted accounts are do extra error checking (check that all posted accounts are
declared) declared)
hledger reporting options: hledger reporting options:
`-b --begin=DATE' '-b --begin=DATE'
include postings/txns on or after this date (will be adjusted to include postings/txns on or after this date (will be adjusted to
preceding subperiod start when using a report interval) preceding subperiod start when using a report interval)
'-e --end=DATE'
`-e --end=DATE'
include postings/txns before this date (will be adjusted to include postings/txns before this date (will be adjusted to
following subperiod end when using a report interval) following subperiod end when using a report interval)
'-D --daily'
`-D --daily'
multiperiod/multicolumn report by day multiperiod/multicolumn report by day
'-W --weekly'
`-W --weekly'
multiperiod/multicolumn report by week multiperiod/multicolumn report by week
'-M --monthly'
`-M --monthly'
multiperiod/multicolumn report by month multiperiod/multicolumn report by month
'-Q --quarterly'
`-Q --quarterly'
multiperiod/multicolumn report by quarter multiperiod/multicolumn report by quarter
'-Y --yearly'
`-Y --yearly'
multiperiod/multicolumn report by year multiperiod/multicolumn report by year
'-p --period=PERIODEXP'
`-p --period=PERIODEXP'
set start date, end date, and/or reporting interval all at once set start date, end date, and/or reporting interval all at once
using period expressions syntax using period expressions syntax
'--date2'
`--date2'
match the secondary date instead (see command help for other match the secondary date instead (see command help for other
effects) effects)
'-U --unmarked'
`-U --unmarked'
include only unmarked postings/txns (can combine with -P or -C) include only unmarked postings/txns (can combine with -P or -C)
'-P --pending'
`-P --pending'
include only pending postings/txns include only pending postings/txns
'-C --cleared'
`-C --cleared'
include only cleared postings/txns include only cleared postings/txns
'-R --real'
`-R --real'
include only non-virtual postings include only non-virtual postings
'-NUM --depth=NUM'
`-NUM --depth=NUM'
hide/aggregate accounts or postings more than NUM levels deep hide/aggregate accounts or postings more than NUM levels deep
'-E --empty'
`-E --empty'
show items with zero amount, normally hidden (and vice-versa in show items with zero amount, normally hidden (and vice-versa in
hledger-ui/hledger-web) hledger-ui/hledger-web)
'-B --cost'
`-B --cost'
convert amounts to their cost/selling amount at transaction time convert amounts to their cost/selling amount at transaction time
'-V --market'
`-V --market'
convert amounts to their market value in default valuation convert amounts to their market value in default valuation
commodities commodities
'-X --exchange=COMM'
`-X --exchange=COMM'
convert amounts to their market value in commodity COMM convert amounts to their market value in commodity COMM
'--value'
`--value'
convert amounts to cost or market value, more flexibly than convert amounts to cost or market value, more flexibly than
-B/-V/-X -B/-V/-X
'--infer-market-prices'
`--infer-market-prices'
use transaction prices (recorded with @ or @@) as additional market use transaction prices (recorded with @ or @@) as additional market
prices, as if they were P directives prices, as if they were P directives
'--auto'
`--auto'
apply automated posting rules to modify transactions. apply automated posting rules to modify transactions.
'--forecast'
`--forecast'
generate future transactions from periodic transaction rules, for generate future transactions from periodic transaction rules, for
the next 6 months or till report end date. In hledger-ui, also the next 6 months or till report end date. In hledger-ui, also
make ordinary future transactions visible. make ordinary future transactions visible.
'--color=WHEN (or --colour=WHEN)'
`--color=WHEN (or --colour=WHEN)'
Should color-supporting commands use ANSI color codes in text Should color-supporting commands use ANSI color codes in text
output. 'auto' (default): whenever stdout seems to be a output. 'auto' (default): whenever stdout seems to be a
color-supporting terminal. 'always' or 'yes': always, useful eg color-supporting terminal. 'always' or 'yes': always, useful eg
@ -227,62 +230,62 @@ the last one takes precedence.
hledger help options: hledger help options:
`-h --help' '-h --help'
show general or COMMAND help show general or COMMAND help
'--man'
`--man'
show general or COMMAND user manual with man show general or COMMAND user manual with man
'--info'
`--info'
show general or COMMAND user manual with info show general or COMMAND user manual with info
'--version'
`--version'
show general or ADDONCMD version show general or ADDONCMD version
'--debug[=N]'
`--debug[=N]'
show debug output (levels 1-9, default: 1) show debug output (levels 1-9, default: 1)
A @FILE argument will be expanded to the contents of FILE, which A @FILE argument will be expanded to the contents of FILE, which
should contain one command line option/argument per line. (To prevent should contain one command line option/argument per line. (To prevent
this, insert a `--' argument before.) this, insert a '--' argument before.)
By default, hledger-web starts the web app in "transient mode" and By default, hledger-web starts the web app in "transient mode" and
also opens it in your default web browser if possible. In this mode the also opens it in your default web browser if possible. In this mode the
web app will keep running for as long as you have it open in a browser web app will keep running for as long as you have it open in a browser
window, and will exit after two minutes of inactivity (no requests and window, and will exit after two minutes of inactivity (no requests and
no browser windows viewing it). With `--serve', it just runs the web no browser windows viewing it). With '--serve', it just runs the web
app without exiting, and logs requests to the console. With app without exiting, and logs requests to the console. With
`--serve-api', only the JSON web api (see below) is served, with the '--serve-api', only the JSON web api (see below) is served, with the
usual HTML server-side web UI disabled. usual HTML server-side web UI disabled.
By default the server listens on IP address 127.0.0.1, accessible By default the server listens on IP address 127.0.0.1, accessible
only to local requests. You can use `--host' to change this, eg `--host only to local requests. You can use '--host' to change this, eg '--host
0.0.0.0' to listen on all configured addresses. 0.0.0.0' to listen on all configured addresses.
Similarly, use `--port' to set a TCP port other than 5000, eg if you Similarly, use '--port' to set a TCP port other than 5000, eg if you
are running multiple hledger-web instances. are running multiple hledger-web instances.
Both of these options are ignored when `--socket' is used. In this Both of these options are ignored when '--socket' is used. In this
case, it creates an `AF_UNIX' socket file at the supplied path and uses case, it creates an 'AF_UNIX' socket file at the supplied path and uses
that for communication. This is an alternative way of running multiple that for communication. This is an alternative way of running multiple
hledger-web instances behind a reverse proxy that handles hledger-web instances behind a reverse proxy that handles authentication
authentication for different users. The path can be derived in a for different users. The path can be derived in a predictable way, eg
predictable way, eg by using the username within the path. As an by using the username within the path. As an example, 'nginx' as
example, `nginx' as reverse proxy can use the variable `$remote_user' reverse proxy can use the variable '$remote_user' to derive a path from
to derive a path from the username used in a HTTP basic authentication. the username used in a HTTP basic authentication. The following
The following `proxy_pass' directive allows access to all `hledger-web' 'proxy_pass' directive allows access to all 'hledger-web' instances that
instances that created a socket in `/tmp/hledger/': created a socket in '/tmp/hledger/':
proxy_pass http://unix:/tmp/hledger/${remote_user}.socket; proxy_pass http://unix:/tmp/hledger/${remote_user}.socket;
You can use `--base-url' to change the protocol, hostname, port and You can use '--base-url' to change the protocol, hostname, port and
path that appear in hyperlinks, useful eg for integrating hledger-web path that appear in hyperlinks, useful eg for integrating hledger-web
within a larger website. The default is `http://HOST:PORT/' using the within a larger website. The default is 'http://HOST:PORT/' using the
server's configured host address and TCP port (or `http://HOST' if PORT server's configured host address and TCP port (or 'http://HOST' if PORT
is 80). is 80).
With `--file-url' you can set a different base url for static files, With '--file-url' you can set a different base url for static files,
eg for better caching or cookie-less serving on high performance eg for better caching or cookie-less serving on high performance
websites. websites.
@ -297,29 +300,25 @@ journal and to add new transactions, but not to change existing data.
You can restrict who can reach it by You can restrict who can reach it by
* setting the IP address it listens on (see `--host' above). By * setting the IP address it listens on (see '--host' above). By
default it listens on 127.0.0.1, accessible to all users on the default it listens on 127.0.0.1, accessible to all users on the
local machine. local machine.
* putting it behind an authenticating proxy, using eg apache or nginx * putting it behind an authenticating proxy, using eg apache or nginx
* custom firewall rules * custom firewall rules
You can restrict what the users who reach it can do, by You can restrict what the users who reach it can do, by
* using the `--capabilities=CAP[,CAP..]' flag when you start it, * using the '--capabilities=CAP[,CAP..]' flag when you start it,
enabling one or more of the following capabilities. The default enabling one or more of the following capabilities. The default
value is `view,add': value is 'view,add':
* `view' - allows viewing the journal file and all included * 'view' - allows viewing the journal file and all included
files files
* 'add' - allows adding new transactions to the main journal
* `add' - allows adding new transactions to the main journal
file file
* 'manage' - allows editing, uploading or downloading the main
* `manage' - allows editing, uploading or downloading the main
or included files or included files
* using the `--capabilities-header=HTTPHEADER' flag to specify a HTTP * using the '--capabilities-header=HTTPHEADER' flag to specify a HTTP
header from which it will read capabilities to enable. hledger-web header from which it will read capabilities to enable. hledger-web
on Sandstorm uses the X-Sandstorm-Permissions header to integrate on Sandstorm uses the X-Sandstorm-Permissions header to integrate
with Sandstorm's permissions. This is disabled by default. with Sandstorm's permissions. This is disabled by default.
@ -330,7 +329,7 @@ File: hledger-web.info, Node: EDITING UPLOADING DOWNLOADING, Next: RELOADING,
3 EDITING, UPLOADING, DOWNLOADING 3 EDITING, UPLOADING, DOWNLOADING
********************************* *********************************
If you enable the `manage' capability mentioned above, you'll see a new If you enable the 'manage' capability mentioned above, you'll see a new
"spanner" button to the right of the search form. Clicking this will "spanner" button to the right of the search form. Clicking this will
let you edit, upload, or download the journal file or any files it let you edit, upload, or download the journal file or any files it
includes. includes.
@ -371,15 +370,13 @@ File: hledger-web.info, Node: JSON API, Next: ENVIRONMENT, Prev: RELOADING,
In addition to the web UI, hledger-web also serves a JSON API that can In addition to the web UI, hledger-web also serves a JSON API that can
be used to get data or add new transactions. If you want the JSON API be used to get data or add new transactions. If you want the JSON API
only, you can use the `--serve-api' flag. Eg: only, you can use the '--serve-api' flag. Eg:
$ hledger-web -f examples/sample.journal --serve-api $ hledger-web -f examples/sample.journal --serve-api
... ...
You can get JSON data from these routes: You can get JSON data from these routes:
/version /version
/accountnames /accountnames
/transactions /transactions
@ -392,7 +389,6 @@ $ hledger-web -f examples/sample.journal --serve-api
command). (hledger-web's JSON does not include newlines, here we use command). (hledger-web's JSON does not include newlines, here we use
python to prettify it): python to prettify it):
$ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool $ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
[ [
"assets", "assets",
@ -412,7 +408,6 @@ $ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
Or all transactions: Or all transactions:
$ curl -s http://127.0.0.1:5000/transactions | python -m json.tool $ curl -s http://127.0.0.1:5000/transactions | python -m json.tool
[ [
{ {
@ -438,21 +433,20 @@ on the various data types, eg Transaction. And for a higher level
understanding, see the journal manual. understanding, see the journal manual.
In some cases there is outer JSON corresponding to a "Report" type. In some cases there is outer JSON corresponding to a "Report" type.
To understand that, go to the Hledger.Web.Handler.MiscR haddock and To understand that, go to the Hledger.Web.Handler.MiscR haddock and look
look at the source for the appropriate handler to see what it returns. at the source for the appropriate handler to see what it returns. Eg
Eg for `/accounttransactions' it's getAccounttransactionsR, returning a for '/accounttransactions' it's getAccounttransactionsR, returning a
"`accountTransactionsReport ...'". Looking up the haddock for that we "'accountTransactionsReport ...'". Looking up the haddock for that we
can see that /accounttransactions returns an AccountTransactionsReport, can see that /accounttransactions returns an AccountTransactionsReport,
which consists of a report title and a list of which consists of a report title and a list of
AccountTransactionsReportItem (etc). AccountTransactionsReportItem (etc).
You can add a new transaction to the journal with a PUT request to You can add a new transaction to the journal with a PUT request to
`/add', if hledger-web was started with the `add' capability (enabled '/add', if hledger-web was started with the 'add' capability (enabled by
by default). The payload must be the full, exact JSON representation of default). The payload must be the full, exact JSON representation of a
a hledger transaction (partial data won't do). You can get sample JSON hledger transaction (partial data won't do). You can get sample JSON
from hledger-web's `/transactions' or `/accounttransactions', or you from hledger-web's '/transactions' or '/accounttransactions', or you can
can export it with hledger-lib, eg like so: export it with hledger-lib, eg like so:
.../hledger$ stack ghci hledger-lib .../hledger$ stack ghci hledger-lib
>>> writeJsonFile "txn.json" (head $ jtxns samplejournal) >>> writeJsonFile "txn.json" (head $ jtxns samplejournal)
@ -461,7 +455,6 @@ can export it with hledger-lib, eg like so:
Here's how it looks as of hledger-1.17 (remember, this JSON Here's how it looks as of hledger-1.17 (remember, this JSON
corresponds to hledger's Transaction and related data types): corresponds to hledger's Transaction and related data types):
{ {
"tcomment": "", "tcomment": "",
"tpostings": [ "tpostings": [
@ -551,7 +544,6 @@ corresponds to hledger's Transaction and related data types):
And here's how to test adding it with curl. This should add a new And here's how to test adding it with curl. This should add a new
entry to your journal: entry to your journal:
$ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json $ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
 
@ -560,26 +552,25 @@ File: hledger-web.info, Node: ENVIRONMENT, Next: FILES, Prev: JSON API, Up:
6 ENVIRONMENT 6 ENVIRONMENT
************* *************
*LEDGER_FILE* The journal file path when not specified with `-f'. *LEDGER_FILE* The journal file path when not specified with '-f'.
Default: `~/.hledger.journal' (on windows, perhaps Default: '~/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
A typical value is `~/DIR/YYYY.journal', where DIR is a A typical value is '~/DIR/YYYY.journal', where DIR is a
version-controlled finance directory and YYYY is the current year. Or version-controlled finance directory and YYYY is the current year. Or
`~/DIR/current.journal', where current.journal is a symbolic link to '~/DIR/current.journal', where current.journal is a symbolic link to
YYYY.journal. YYYY.journal.
On Mac computers, you can set this and other environment variables On Mac computers, you can set this and other environment variables in
in a more thorough way that also affects applications started from the a more thorough way that also affects applications started from the GUI
GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a (say, an Emacs dock icon). Eg on MacOS Catalina I have a
`~/.MacOSX/environment.plist' file containing '~/.MacOSX/environment.plist' file containing
{ {
"LEDGER_FILE" : "~/finance/current.journal" "LEDGER_FILE" : "~/finance/current.journal"
} }
To see the effect you may need to `killall Dock', or reboot. To see the effect you may need to 'killall Dock', or reboot.
 
File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
@ -588,9 +579,9 @@ File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
******* *******
Reads data from one or more files in hledger journal, timeclock, Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f', or `$LEDGER_FILE', or timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
`$HOME/.hledger.journal' (on windows, perhaps '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
 
File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top
@ -598,10 +589,10 @@ File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top
8 BUGS 8 BUGS
****** ******
The need to precede options with `--' when invoked from hledger is The need to precede options with '--' when invoked from hledger is
awkward. awkward.
`-f-' doesn't work (hledger-web can't read from stdin). '-f-' doesn't work (hledger-web can't read from stdin).
Query arguments and some hledger options are ignored. Query arguments and some hledger options are ignored.
@ -609,25 +600,29 @@ awkward.
Does not work well on small screens. Does not work well on small screens.
 
Tag Table: Tag Table:
Node: Top235 Node: Top223
Node: OPTIONS1875 Node: OPTIONS1889
Ref: #options1980 Ref: #options1994
Node: PERMISSIONS9393 Node: PERMISSIONS9427
Ref: #permissions9532 Ref: #permissions9566
Node: EDITING UPLOADING DOWNLOADING10744 Node: EDITING UPLOADING DOWNLOADING10778
Ref: #editing-uploading-downloading10925 Ref: #editing-uploading-downloading10959
Node: RELOADING11756 Node: RELOADING11793
Ref: #reloading11890 Ref: #reloading11927
Node: JSON API12322 Node: JSON API12360
Ref: #json-api12436 Ref: #json-api12474
Node: ENVIRONMENT17925 Node: ENVIRONMENT17964
Ref: #environment18041 Ref: #environment18080
Node: FILES18773 Node: FILES18813
Ref: #files18873 Ref: #files18913
Node: BUGS19086 Node: BUGS19126
Ref: #bugs19164 Ref: #bugs19204
 
End Tag Table End Tag Table

Local Variables:
coding: utf-8
End:

4
hledger-web/hledger-web.txt
View File

@ -5,7 +5,7 @@ HLEDGER-WEB(1) hledger User Manuals HLEDGER-WEB(1)
NAME NAME
hledger-web is a web interface (WUI) for the hledger accounting tool. hledger-web is a web interface (WUI) for the hledger accounting tool.
This manual is for hledger-web 1.22. This manual is for hledger-web 1.22.99.
SYNOPSIS SYNOPSIS
hledger-web [OPTIONS] hledger-web [OPTIONS]
@ -556,4 +556,4 @@ SEE ALSO
hledger-web-1.22 July 2021 HLEDGER-WEB(1) hledger-web-1.22.99 August 2021 HLEDGER-WEB(1)

312
hledger/hledger.1
View File

@ -1,6 +1,6 @@
.\"t .\"t
.TH "HLEDGER" "1" "July 2021" "hledger-1.22 " "hledger User Manuals" .TH "HLEDGER" "1" "August 2021" "hledger-1.22.99 " "hledger User Manuals"
@ -9,7 +9,7 @@
This is the command-line interface (CLI) for the hledger accounting This is the command-line interface (CLI) for the hledger accounting
tool. tool.
Here we also describe hledger\[aq]s concepts and file formats. Here we also describe hledger\[aq]s concepts and file formats.
This manual is for hledger 1.22. This manual is for hledger 1.22.99.
.SH SYNOPSIS .SH SYNOPSIS
.PP .PP
\f[C]hledger\f[R] \f[C]hledger\f[R]
@ -2511,30 +2511,23 @@ aregister, areg
.P .P
.PD .PD
.PP .PP
Show the transactions and running historical balance in an account, with Show the transactions and running historical balance of a single
each line item representing one transaction. account, with each transaction displayed as one line.
.PP .PP
\f[C]aregister\f[R] shows the transactions affecting a particular \f[C]aregister\f[R] shows the overall transactions affecting a
account and its subaccounts, with each line item representing a whole particular account (and any subaccounts).
transaction - as in bank statements, hledger-ui, hledger-web and other Each report line represents one transaction in this account.
accounting apps. Transactions before the report start date are always included in the
running balance (\f[C]--historical\f[R] mode is always on).
.PP .PP
Note this is unlike the \f[C]register\f[R] command, which shows This is a more \[dq]real world\[dq], bank-like view than the
individual postings and does not always show a single account or a \f[C]register\f[R] command (which shows individual postings, possibly
historical balance. from multiple accounts, not necessarily in historical mode).
As a quick rule of thumb: - use \f[C]aregister\f[R] for reviewing and
reconciling real-world asset/liability accounts - use \f[C]register\f[R]
for reviewing detailed revenues/expenses.
.PP .PP
A reminder, \[dq]historical\[dq] balances include any balance from \f[C]aregister\f[R] requires one argument: the account to report on.
transactions before the report start date, so (if opening balances are
recorded correctly) \f[C]aregister\f[R] will show the real-world
balances of an account, as you would see in a bank statement.
.PP
As a quick rule of thumb, use \f[C]aregister\f[R] for reconciling
real-world asset/liability accounts and \f[C]register\f[R] for reviewing
detailed revenues/expenses.
.PP
\f[C]aregister\f[R] shows the register for just one account (and its
subaccounts).
This account must be specified as the first argument.
You can write either the full account name, or a case-insensitive You can write either the full account name, or a case-insensitive
regular expression which will select the alphabetically first matched regular expression which will select the alphabetically first matched
account. account.
@ -2542,8 +2535,24 @@ account.
\f[C]assets:bbb:checking\f[R] accounts, \f[C]hledger areg checking\f[R] \f[C]assets:bbb:checking\f[R] accounts, \f[C]hledger areg checking\f[R]
would select \f[C]assets:aaa:checking\f[R].) would select \f[C]assets:aaa:checking\f[R].)
.PP .PP
Transactions involving subaccounts of this account will also be shown.
\f[C]aregister\f[R] ignores depth limits, so its final total will always
match a balance report with similar arguments.
.PP
Any additional arguments form a query which will filter the transactions Any additional arguments form a query which will filter the transactions
shown. shown.
Note some queries will disturb the running balance, causing it to be
different from the account\[aq]s real-world running balance.
.PP
An example: this shows the transactions and historical running balance
during july, in the first account whose name contains
\[dq]checking\[dq]:
.IP
.nf
\f[C]
$ hledger areg checking date:jul
\f[R]
.fi
.PP .PP
Each \f[C]aregister\f[R] line item shows: Each \f[C]aregister\f[R] line item shows:
.IP \[bu] 2 .IP \[bu] 2
@ -2560,12 +2569,10 @@ the account\[aq]s historical running balance after this transaction.
Transactions making a net change of zero are not shown by default; add Transactions making a net change of zero are not shown by default; add
the \f[C]-E/--empty\f[R] flag to show them. the \f[C]-E/--empty\f[R] flag to show them.
.PP .PP
\f[C]aregister\f[R] ignores a depth limit, so its final total will
always match a balance report with similar arguments.
.PP
This command also supports the output destination and output format This command also supports the output destination and output format
options The output formats supported are \f[C]txt\f[R], \f[C]csv\f[R], options.
and \f[C]json\f[R]. The output formats supported are \f[C]txt\f[R], \f[C]csv\f[R], and
\f[C]json\f[R].
.SS aregister and custom posting dates .SS aregister and custom posting dates
.PP .PP
Transactions whose date is outside the report period can still be shown, Transactions whose date is outside the report period can still be shown,
@ -2579,26 +2586,6 @@ To filter strictly by transaction date instead, add the
\f[C]--txn-dates\f[R] flag. \f[C]--txn-dates\f[R] flag.
If you use this flag and some of your postings have custom dates, If you use this flag and some of your postings have custom dates,
it\[aq]s probably best to assume the running balance is wrong. it\[aq]s probably best to assume the running balance is wrong.
.PP
Examples:
.PP
Show all transactions and historical running balance in the first
account whose name contains \[dq]checking\[dq]:
.IP
.nf
\f[C]
$ hledger areg checking
\f[R]
.fi
.PP
Show transactions and historical running balance in all asset accounts
during july:
.IP
.nf
\f[C]
$ hledger areg assets date:jul
\f[R]
.fi
.SS balance .SS balance
.PP .PP
balance, bal balance, bal
@ -2680,6 +2667,9 @@ another field used as account name (\f[C]--pivot\f[R])
.IP \[bu] 2 .IP \[bu] 2
custom-formatted line items (single-period reports only) custom-formatted line items (single-period reports only)
(\f[C]--format\f[R]) (\f[C]--format\f[R])
.IP \[bu] 2
commodities shown in a separate column, one per row
(\f[C]--commodity-column\f[R])
.PP .PP
This command supports the output destination and output format options, This command supports the output destination and output format options,
with output formats \f[C]txt\f[R], \f[C]csv\f[R], \f[C]json\f[R], and with output formats \f[C]txt\f[R], \f[C]csv\f[R], \f[C]json\f[R], and
@ -2898,6 +2888,68 @@ Output as CSV and use a CSV viewer like visidata
.IP \[bu] 2 .IP \[bu] 2
Output as HTML and view with a browser: Output as HTML and view with a browser:
\f[C]hledger bal -D -o a.html && open a.html\f[R] \f[C]hledger bal -D -o a.html && open a.html\f[R]
.SS Commodity column
.PP
With \f[C]--commodity-column\f[R], commodity symbols are displayed in a
separate column, and amounts are displayed as bare numbers.
In this mode, each report row will show amounts for a single commodity,
using extra rows when necessary.
It can be useful for a cleaner display of reports with many commodities:
.IP
.nf
\f[C]
$ hledger bal -T -Y
Balance changes in 2012-01-01..2014-12-31:
|| 2012 2013 2014 Total
==================++=============================================================================================================================
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
------------------++-----------------------------------------------------------------------------------------------------------------------------
total || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
$ hledger bal -T -Y --commodity-column
Balance changes in 2012-01-01..2014-12-31:
|| Commodity 2012 2013 2014 Total
==================++=============================================
Assets:US:ETrade || GLD 0 70.00 0 70.00
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
------------------++---------------------------------------------
|| GLD 0 70.00 0 70.00
|| ITOT 10.00 18.00 -11.00 17.00
|| USD 337.18 -98.12 4881.44 5120.50
|| VEA 12.00 10.00 14.00 36.00
|| VHT 106.00 18.00 170.00 294.00
\f[R]
.fi
.PP
This flag also affects CSV output, which is useful for producing data
that is easier to consume, eg when making charts:
.IP
.nf
\f[C]
$ hledger bal -T -O csv
\[dq]account\[dq],\[dq]balance\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT\[dq]
\[dq]total\[dq],\[dq]70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT\[dq]
$ hledger bal -T -O csv --commodity-column
\[dq]account\[dq],\[dq]commodity\[dq],\[dq]balance\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]GLD\[dq],\[dq]70.00\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]ITOT\[dq],\[dq]17.00\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]USD\[dq],\[dq]5120.50\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]VEA\[dq],\[dq]36.00\[dq]
\[dq]Assets:US:ETrade\[dq],\[dq]VHT\[dq],\[dq]294.00\[dq]
\[dq]total\[dq],\[dq]GLD\[dq],\[dq]70.00\[dq]
\[dq]total\[dq],\[dq]ITOT\[dq],\[dq]17.00\[dq]
\[dq]total\[dq],\[dq]USD\[dq],\[dq]5120.50\[dq]
\[dq]total\[dq],\[dq]VEA\[dq],\[dq]36.00\[dq]
\[dq]total\[dq],\[dq]VHT\[dq],\[dq]294.00\[dq]
\f[R]
.fi
.SS Sorting by amount .SS Sorting by amount
.PP .PP
With \f[C]-S/--sort-amount\f[R], accounts with the largest (most With \f[C]-S/--sort-amount\f[R], accounts with the largest (most
@ -9017,70 +9069,111 @@ These rely on a \[dq]timeclock\[dq] executable which I think is just the
ledger 2 executable renamed. ledger 2 executable renamed.
.SH TIMEDOT FORMAT .SH TIMEDOT FORMAT
.PP .PP
hledger\[aq]s human-friendly time logging format. \f[C]timedot\f[R] format is hledger\[aq]s human-friendly time logging
.PP format.
Timedot is a plain text format for logging dated, categorised quantities Compared to \f[C]timeclock\f[R] format, it is
(of time, usually), supported by hledger.
It is convenient for approximate and retroactive time logging, eg when
the real-time clock-in/out required with a timeclock file is too precise
or too interruptive.
It can be formatted like a bar chart, making clear at a glance where
time was spent.
.PP
Though called \[dq]timedot\[dq], this format is read by hledger as
commodityless quantities, so it could be used to represent dated
quantities other than time.
In the docs below we\[aq]ll assume it\[aq]s time.
.PP
A timedot file contains a series of day entries.
A day entry begins with a non-indented hledger-style simple date (Y-M-D,
Y/M/D, Y.M.D..) Any additional text on the same line is used as a
transaction description for this day.
.PP
This is followed by optionally-indented timelog items for that day, one
per line.
Each timelog item is a note, usually a hledger:style:account:name
representing a time category, followed by two or more spaces, and a
quantity.
Each timelog item generates a hledger transaction.
.PP
Quantities can be written as:
.IP \[bu] 2 .IP \[bu] 2
dots: a sequence of dots (.) representing quarter hours. convenient for quick, approximate, and retroactive time logging
Spaces may optionally be used for grouping.
Eg: ....
\&..
.IP \[bu] 2 .IP \[bu] 2
an integral or decimal number, representing hours. readable: you can see at a glance where time was spent.
Eg: 1.5
.IP \[bu] 2
an integral or decimal number immediately followed by a unit symbol
\f[C]s\f[R], \f[C]m\f[R], \f[C]h\f[R], \f[C]d\f[R], \f[C]w\f[R],
\f[C]mo\f[R], or \f[C]y\f[R], representing seconds, minutes, hours, days
weeks, months or years respectively.
Eg: 90m.
The following equivalencies are assumed, currently: 1m = 60s, 1h = 60m,
1d = 24h, 1w = 7d, 1mo = 30d, 1y=365d.
.PP .PP
There is some flexibility allowing notes and todo lists to be kept right A timedot file contains a series of day entries, which might look like
in the time log, if needed: this:
.IP
.nf
\f[C]
2021-08-04
hom:errands .... ....
fos:hledger:timedot .. ; docs
per:admin:finance
\f[R]
.fi
.PP
hledger reads this as three time transactions on this day, with each dot
representing a quarter-hour spent:
.IP
.nf
\f[C]
$ hledger -f a.timedot print # .timedot file extension activates the timedot reader
2021-08-04 *
(hom:errands) 2.00
2021-08-04 *
(fos:hledger:timedot) 0.50
2021-08-04 *
(per:admin:finance) 0
\f[R]
.fi
.PP
A day entry begins with a date line:
.IP \[bu] 2 .IP \[bu] 2
Blank lines and lines beginning with \f[C]#\f[R] or \f[C];\f[R] are a non-indented \f[B]simple date\f[R] (Y-M-D, Y/M/D, or Y.M.D).
.PP
Optionally this can be followed on the same line by
.IP \[bu] 2
a common \f[B]transaction description\f[R] for this day
.IP \[bu] 2
a common \f[B]transaction comment\f[R] for this day, after a semicolon
(\f[C];\f[R]).
.PP
After the date line are zero or more optionally-indented time
transaction lines, consisting of:
.IP \[bu] 2
an \f[B]account name\f[R] - any word or phrase, usually a hledger-style
account name.
.IP \[bu] 2
\f[B]two or more spaces\f[R] - a field separator, required if there is
an amount (as in journal format).
.IP \[bu] 2
a \f[B]timedot amount\f[R] - dots representing quarter hours, or a
number representing hours.
.IP \[bu] 2
an optional \f[B]comment\f[R] beginning with semicolon.
This is ignored.
.PP
In more detail, timedot amounts can be:
.IP \[bu] 2
\f[B]dots\f[R]: zero or more period characters, each representing one
quarter-hour.
Spaces are ignored and can be used for grouping.
Eg: \f[C].... ..\f[R]
.IP \[bu] 2
a \f[B]number\f[R], representing hours.
Eg: \f[C]1.5\f[R]
.IP \[bu] 2
a \f[B]number immediately followed by a unit symbol\f[R] \f[C]s\f[R],
\f[C]m\f[R], \f[C]h\f[R], \f[C]d\f[R], \f[C]w\f[R], \f[C]mo\f[R], or
\f[C]y\f[R], representing seconds, minutes, hours, days weeks, months or
years.
Eg \f[C]1.5h\f[R] or \f[C]90m\f[R].
The following equivalencies are assumed:
.PD 0
.P
.PD
\f[C]60s\f[R] = \f[C]1m\f[R], \f[C]60m\f[R] = \f[C]1h\f[R],
\f[C]24h\f[R] = \f[C]1d\f[R], \f[C]7d\f[R] = \f[C]1w\f[R], \f[C]30d\f[R]
= \f[C]1mo\f[R], \f[C]365d\f[R] = \f[C]1y\f[R].
(This unit will not be visible in the generated transaction amount,
which is always in hours.)
.PP
There is some added flexibility to help with keeping time log data in
the same file as your notes, todo lists, etc.:
.IP \[bu] 2
Lines beginning with \f[C]#\f[R] or \f[C];\f[R], and blank lines, are
ignored. ignored.
.IP \[bu] 2 .IP \[bu] 2
Lines not ending with a double-space and quantity are parsed as items Lines not ending with a double-space and amount are parsed as
taking no time, which will not appear in balance reports by default. transactions with zero amount.
(Add -E to see them.) (Most hledger reports hide these by default; add -E to see them.)
.IP \[bu] 2 .IP \[bu] 2
Org mode headlines (lines beginning with one or more \f[C]*\f[R] One or more stars (\f[C]*\f[R]) followed by a space, at the start of a
followed by a space) can be used as date lines or timelog items (the line, is ignored.
stars are ignored). So date lines or time transaction lines can also be Org-mode headlines.
Also all org headlines before the first date line are ignored. .IP \[bu] 2
This means org users can manage their timelog as an org outline (eg All Org-mode headlines before the first date line are ignored.
using org-mode/orgstruct-mode in Emacs), for organisation, faster
navigation, controlling visibility etc.
.PP .PP
Examples: More examples:
.IP .IP
.nf .nf
\f[C] \f[C]
@ -9138,7 +9231,7 @@ Reporting:
.IP .IP
.nf .nf
\f[C] \f[C]
$ hledger -f t.timedot print date:2016/2/2 $ hledger -f a.timedot print date:2016/2/2
2016-02-02 * 2016-02-02 *
(inc:client1) 2.00 (inc:client1) 2.00
@ -9149,7 +9242,7 @@ $ hledger -f t.timedot print date:2016/2/2
.IP .IP
.nf .nf
\f[C] \f[C]
$ hledger -f t.timedot bal --daily --tree $ hledger -f a.timedot bal --daily --tree
Balance changes in 2016-02-01-2016-02-03: Balance changes in 2016-02-01-2016-02-03:
|| 2016-02-01d 2016-02-02d 2016-02-03d || 2016-02-01d 2016-02-02d 2016-02-03d
@ -9166,8 +9259,7 @@ Balance changes in 2016-02-01-2016-02-03:
\f[R] \f[R]
.fi .fi
.PP .PP
I prefer to use period for separating account components. Using period instead of colon as account name separator:
We can make this work with an account alias:
.IP .IP
.nf .nf
\f[C] \f[C]
@ -9179,7 +9271,7 @@ fos.ledger ..
.IP .IP
.nf .nf
\f[C] \f[C]
$ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4 --tree $ hledger -f a.timedot --alias /\[rs]\[rs]./=: bal --tree
4.50 fos 4.50 fos
4.00 hledger:timedot 4.00 hledger:timedot
0.50 ledger 0.50 ledger
@ -9188,7 +9280,7 @@ $ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4 --tree
\f[R] \f[R]
.fi .fi
.PP .PP
Here is a sample.timedot. A sample.timedot file.
.SH COMMON TASKS .SH COMMON TASKS
.PP .PP
Here are some quick examples of how to do some basic tasks with hledger. Here are some quick examples of how to do some basic tasks with hledger.

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@ -6,7 +6,7 @@ HLEDGER(1) hledger User Manuals HLEDGER(1)
NAME NAME
This is the command-line interface (CLI) for the hledger accounting This is the command-line interface (CLI) for the hledger accounting
tool. Here we also describe hledger's concepts and file formats. This tool. Here we also describe hledger's concepts and file formats. This
manual is for hledger 1.22. manual is for hledger 1.22.99.
SYNOPSIS SYNOPSIS
hledger hledger
@ -1677,34 +1677,38 @@ COMMANDS
aregister aregister
aregister, areg aregister, areg
Show the transactions and running historical balance in an account, Show the transactions and running historical balance of a single
with each line item representing one transaction. account, with each transaction displayed as one line.
aregister shows the transactions affecting a particular account and its aregister shows the overall transactions affecting a particular account
subaccounts, with each line item representing a whole transaction - as (and any subaccounts). Each report line represents one transaction in
in bank statements, hledger-ui, hledger-web and other accounting apps. this account. Transactions before the report start date are always
included in the running balance (--historical mode is always on).
Note this is unlike the register command, which shows individual post- This is a more "real world", bank-like view than the register command
ings and does not always show a single account or a historical balance. (which shows individual postings, possibly from multiple accounts, not
necessarily in historical mode). As a quick rule of thumb: - use areg-
ister for reviewing and reconciling real-world asset/liability accounts
- use register for reviewing detailed revenues/expenses.
A reminder, "historical" balances include any balance from transactions aregister requires one argument: the account to report on. You can
before the report start date, so (if opening balances are recorded cor- write either the full account name, or a case-insensitive regular
rectly) aregister will show the real-world balances of an account, as
you would see in a bank statement.
As a quick rule of thumb, use aregister for reconciling real-world
asset/liability accounts and register for reviewing detailed rev-
enues/expenses.
aregister shows the register for just one account (and its subac-
counts). This account must be specified as the first argument. You
can write either the full account name, or a case-insensitive regular
expression which will select the alphabetically first matched account. expression which will select the alphabetically first matched account.
(Eg if you have assets:aaa:checking and assets:bbb:checking accounts, (Eg if you have assets:aaa:checking and assets:bbb:checking accounts,
hledger areg checking would select assets:aaa:checking.) hledger areg checking would select assets:aaa:checking.)
Transactions involving subaccounts of this account will also be shown.
aregister ignores depth limits, so its final total will always match a
balance report with similar arguments.
Any additional arguments form a query which will filter the transac- Any additional arguments form a query which will filter the transac-
tions shown. tions shown. Note some queries will disturb the running balance, caus-
ing it to be different from the account's real-world running balance.
An example: this shows the transactions and historical running balance
during july, in the first account whose name contains "checking":
$ hledger areg checking date:jul
Each aregister line item shows: Each aregister line item shows:
@ -1721,11 +1725,8 @@ COMMANDS
Transactions making a net change of zero are not shown by default; add Transactions making a net change of zero are not shown by default; add
the -E/--empty flag to show them. the -E/--empty flag to show them.
aregister ignores a depth limit, so its final total will always match a
balance report with similar arguments.
This command also supports the output destination and output format This command also supports the output destination and output format
options The output formats supported are txt, csv, and json. options. The output formats supported are txt, csv, and json.
aregister and custom posting dates aregister and custom posting dates
Transactions whose date is outside the report period can still be Transactions whose date is outside the report period can still be
@ -1738,18 +1739,6 @@ COMMANDS
flag. If you use this flag and some of your postings have custom flag. If you use this flag and some of your postings have custom
dates, it's probably best to assume the running balance is wrong. dates, it's probably best to assume the running balance is wrong.
Examples:
Show all transactions and historical running balance in the first
account whose name contains "checking":
$ hledger areg checking
Show transactions and historical running balance in all asset accounts
during july:
$ hledger areg assets date:jul
balance balance
balance, bal balance, bal
Show accounts and their balances. Show accounts and their balances.
@ -1824,6 +1813,9 @@ COMMANDS
o custom-formatted line items (single-period reports only) (--format) o custom-formatted line items (single-period reports only) (--format)
o commodities shown in a separate column, one per row (--commodity-col-
umn)
This command supports the output destination and output format options, This command supports the output destination and output format options,
with output formats txt, csv, json, and (multi-period reports only:) with output formats txt, csv, json, and (multi-period reports only:)
html. In txt output in a colour-supporting terminal, negative amounts html. In txt output in a colour-supporting terminal, negative amounts
@ -2001,6 +1993,60 @@ COMMANDS
o Output as HTML and view with a browser: hledger bal -D -o a.html && o Output as HTML and view with a browser: hledger bal -D -o a.html &&
open a.html open a.html
Commodity column
With --commodity-column, commodity symbols are displayed in a separate
column, and amounts are displayed as bare numbers. In this mode, each
report row will show amounts for a single commodity, using extra rows
when necessary. It can be useful for a cleaner display of reports with
many commodities:
$ hledger bal -T -Y
Balance changes in 2012-01-01..2014-12-31:
|| 2012 2013 2014 Total
==================++=============================================================================================================================
Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
------------------++-----------------------------------------------------------------------------------------------------------------------------
total || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
$ hledger bal -T -Y --commodity-column
Balance changes in 2012-01-01..2014-12-31:
|| Commodity 2012 2013 2014 Total
==================++=============================================
Assets:US:ETrade || GLD 0 70.00 0 70.00
Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
------------------++---------------------------------------------
|| GLD 0 70.00 0 70.00
|| ITOT 10.00 18.00 -11.00 17.00
|| USD 337.18 -98.12 4881.44 5120.50
|| VEA 12.00 10.00 14.00 36.00
|| VHT 106.00 18.00 170.00 294.00
This flag also affects CSV output, which is useful for producing data
that is easier to consume, eg when making charts:
$ hledger bal -T -O csv
"account","balance"
"Assets:US:ETrade","70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT"
"total","70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT"
$ hledger bal -T -O csv --commodity-column
"account","commodity","balance"
"Assets:US:ETrade","GLD","70.00"
"Assets:US:ETrade","ITOT","17.00"
"Assets:US:ETrade","USD","5120.50"
"Assets:US:ETrade","VEA","36.00"
"Assets:US:ETrade","VHT","294.00"
"total","GLD","70.00"
"total","ITOT","17.00"
"total","USD","5120.50"
"total","VEA","36.00"
"total","VHT","294.00"
Sorting by amount Sorting by amount
With -S/--sort-amount, accounts with the largest (most positive) bal- With -S/--sort-amount, accounts with the largest (most positive) bal-
ances are shown first. Eg: hledger bal expenses -MAS shows your big- ances are shown first. Eg: hledger bal expenses -MAS shows your big-
@ -4601,13 +4647,6 @@ JOURNAL FORMAT
ment until end of cur- ment until end of cur-
rent file or end rent file or end
directive directive
commod- format declare a commodity and its number notation: commod- format declare a commodity and its number notation:
ity number notation & display following entries ity number notation & display following entries
style until end of cur- style until end of cur-
@ -5503,6 +5542,8 @@ CSV FORMAT
date-format how to parse dates in CSV records date-format how to parse dates in CSV records
decimal-mark the decimal mark used in CSV amounts, if decimal-mark the decimal mark used in CSV amounts, if
ambiguous ambiguous
newest-first disambiguate record order when there's only newest-first disambiguate record order when there's only
one date one date
include inline another CSV rules file include inline another CSV rules file
@ -6560,60 +6601,88 @@ TIMECLOCK FORMAT
executable renamed. executable renamed.
TIMEDOT FORMAT TIMEDOT FORMAT
hledger's human-friendly time logging format. timedot format is hledger's human-friendly time logging format. Com-
pared to timeclock format, it is
Timedot is a plain text format for logging dated, categorised quanti- o convenient for quick, approximate, and retroactive time logging
ties (of time, usually), supported by hledger. It is convenient for
approximate and retroactive time logging, eg when the real-time clock-
in/out required with a timeclock file is too precise or too interrup-
tive. It can be formatted like a bar chart, making clear at a glance
where time was spent.
Though called "timedot", this format is read by hledger as commodity- o readable: you can see at a glance where time was spent.
less quantities, so it could be used to represent dated quantities
other than time. In the docs below we'll assume it's time.
A timedot file contains a series of day entries. A day entry begins A timedot file contains a series of day entries, which might look like
with a non-indented hledger-style simple date (Y-M-D, Y/M/D, Y.M.D..) this:
Any additional text on the same line is used as a transaction descrip-
tion for this day.
This is followed by optionally-indented timelog items for that day, one 2021-08-04
per line. Each timelog item is a note, usually a hom:errands .... ....
hledger:style:account:name representing a time category, followed by fos:hledger:timedot .. ; docs
two or more spaces, and a quantity. Each timelog item generates a per:admin:finance
hledger transaction.
Quantities can be written as: hledger reads this as three time transactions on this day, with each
dot representing a quarter-hour spent:
o dots: a sequence of dots (.) representing quarter hours. Spaces may $ hledger -f a.timedot print # .timedot file extension activates the timedot reader
optionally be used for grouping. Eg: .... .. 2021-08-04 *
(hom:errands) 2.00
o an integral or decimal number, representing hours. Eg: 1.5 2021-08-04 *
(fos:hledger:timedot) 0.50
o an integral or decimal number immediately followed by a unit symbol 2021-08-04 *
s, m, h, d, w, mo, or y, representing seconds, minutes, hours, days (per:admin:finance) 0
weeks, months or years respectively. Eg: 90m. The following equiva-
lencies are assumed, currently: 1m = 60s, 1h = 60m, 1d = 24h, 1w =
7d, 1mo = 30d, 1y=365d.
There is some flexibility allowing notes and todo lists to be kept A day entry begins with a date line:
right in the time log, if needed:
o Blank lines and lines beginning with # or ; are ignored. o a non-indented simple date (Y-M-D, Y/M/D, or Y.M.D).
o Lines not ending with a double-space and quantity are parsed as items Optionally this can be followed on the same line by
taking no time, which will not appear in balance reports by default.
(Add -E to see them.)
o Org mode headlines (lines beginning with one or more * followed by a o a common transaction description for this day
space) can be used as date lines or timelog items (the stars are
ignored). Also all org headlines before the first date line are
ignored. This means org users can manage their timelog as an org
outline (eg using org-mode/orgstruct-mode in Emacs), for organisa-
tion, faster navigation, controlling visibility etc.
Examples: o a common transaction comment for this day, after a semicolon (;).
After the date line are zero or more optionally-indented time transac-
tion lines, consisting of:
o an account name - any word or phrase, usually a hledger-style account
name.
o two or more spaces - a field separator, required if there is an
amount (as in journal format).
o a timedot amount - dots representing quarter hours, or a number rep-
resenting hours.
o an optional comment beginning with semicolon. This is ignored.
In more detail, timedot amounts can be:
o dots: zero or more period characters, each representing one quarter-
hour. Spaces are ignored and can be used for grouping. Eg: .... ..
o a number, representing hours. Eg: 1.5
o a number immediately followed by a unit symbol s, m, h, d, w, mo, or
y, representing seconds, minutes, hours, days weeks, months or years.
Eg 1.5h or 90m. The following equivalencies are assumed:
60s = 1m, 60m = 1h, 24h = 1d, 7d = 1w, 30d = 1mo, 365d = 1y. (This
unit will not be visible in the generated transaction amount, which is
always in hours.)
There is some added flexibility to help with keeping time log data in
the same file as your notes, todo lists, etc.:
o Lines beginning with # or ;, and blank lines, are ignored.
o Lines not ending with a double-space and amount are parsed as trans-
actions with zero amount. (Most hledger reports hide these by
default; add -E to see them.)
o One or more stars (*) followed by a space, at the start of a line, is
ignored. So date lines or time transaction lines can also be Org-
mode headlines.
o All Org-mode headlines before the first date line are ignored.
More examples:
# on this day, 6h was spent on client work, 1.5h on haskell FOSS work, etc. # on this day, 6h was spent on client work, 1.5h on haskell FOSS work, etc.
2016/2/1 2016/2/1
@ -6653,14 +6722,14 @@ TIMEDOT FORMAT
Reporting: Reporting:
$ hledger -f t.timedot print date:2016/2/2 $ hledger -f a.timedot print date:2016/2/2
2016-02-02 * 2016-02-02 *
(inc:client1) 2.00 (inc:client1) 2.00
2016-02-02 * 2016-02-02 *
(biz:research) 0.25 (biz:research) 0.25
$ hledger -f t.timedot bal --daily --tree $ hledger -f a.timedot bal --daily --tree
Balance changes in 2016-02-01-2016-02-03: Balance changes in 2016-02-01-2016-02-03:
|| 2016-02-01d 2016-02-02d 2016-02-03d || 2016-02-01d 2016-02-02d 2016-02-03d
@ -6675,21 +6744,20 @@ TIMEDOT FORMAT
------------++---------------------------------------- ------------++----------------------------------------
|| 7.75 2.25 8.00 || 7.75 2.25 8.00
I prefer to use period for separating account components. We can make Using period instead of colon as account name separator:
this work with an account alias:
2016/2/4 2016/2/4
fos.hledger.timedot 4 fos.hledger.timedot 4
fos.ledger .. fos.ledger ..
$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4 --tree $ hledger -f a.timedot --alias /\\./=: bal --tree
4.50 fos 4.50 fos
4.00 hledger:timedot 4.00 hledger:timedot
0.50 ledger 0.50 ledger
-------------------- --------------------
4.50 4.50
Here is a sample.timedot. A sample.timedot file.
COMMON TASKS COMMON TASKS
Here are some quick examples of how to do some basic tasks with Here are some quick examples of how to do some basic tasks with
@ -7173,4 +7241,4 @@ SEE ALSO
hledger-1.22 July 2021 HLEDGER(1) hledger-1.22.99 August 2021 HLEDGER(1)